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BNB $742.36 +2.58%
XRP $1.30 +2.35%
SOL $101.81 +1.47%
TRX $0.3296 +0.09%
DOGE $0.0772 +1.39%
ADA $0.2064 +0.89%
BCH $277.19 +1.73%
LINK $11.48 +0.30%
HYPE $77.39 +2.49%
AAVE $138.11 +1.97%
SUI $0.9286 -0.02%
XLM $0.1697 +0.35%
ZEC $1,215.48 +4.98%
AAPL $347.15 +0.13%
AMZN $249.29 +0.73%
GOOGL $321.77 +0.62%
MSFT $523.44 +0.28%
META $643.12 +0.41%
NVDA $213.04 +0.82%
TSLA $373.14 +0.75%
SNDK $1,256.80 +2.73%
INTC $87.35 +1.43%
SPCX $149.01 +2.08%
MU $895.86 +2.30%
AMD $523.72 +1.50%

但斌美股科技板块“大调仓”:加仓美光、闪迪与英伟达,减仓 AMD、博通与 Lumentum

2026-10-25 22:27:45

ChainCatcher 消息,东方港湾基金董事长但斌在科技板块“大调仓”。私募排排网统计数据显示,截至 2026 年三季度末,东方港湾海外基金共持有 13 只美股标的,持股市值合计约为 14.69 亿美元。

从行业分布来看,AI 仍是东方港湾布局重点,截至三季度末谷歌为东方港湾海外基金的第一大重仓股。但从加减仓动作来看,但斌对于 AI 产业细分赛道的偏好相较于二季度发生明显变化。

据统计今年三季度,东方港湾海外基金减持了二季度新进买入的超威半导体(AMD)、博通、Lumentum 等标的,同时加仓存储巨头美光科技、闪迪以及英伟达、谷歌-C、台积电等。

解读
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